Meet Canopy’s intuitive task management feature: Workflow. Announcing: Workflow Management Sneak peek Created with Sketch.

What is Canopy?

Practice Management

Manage your practice, contacts, documents, workflow, & more in one place using robust, intuitive features built with your everyday pains in mind.

Tax Resolution

Lucrative services like Installment Agreement, Penalty Abatement, Offer in Compromise, & more can now be done in half the time.

Now Free Forever: IRS Transcripts & Reports!

To sign up for a free account to conveniently pull transcripts and access easy-to-read reports, click here.

Does your practice offer Tax Resolution*?


*Includes Installment Agreements, Offers in Compromise,
Penalty Abatements, Liens, Levies, & other IRS representation services.

Read on to see how. Created with Sketch.

Gather client information effortlessly.

IRS Transcripts Delivery and Reporting

Receive multiple years’ transcripts in as little as 2 minutes, then use the easy-to-digest reports to quickly interpret your client’s tax history.

Client Portal and Requests

Both you and your client will love exchanging information, documents, and requests seamlessly and without confusion.

Unlimited Document Management

Storing your documents in the same place you manage clients and casework is not only convenient, it also saves you time and money.

Complete tax resolution cases in half the time.

Auto-populated IRS Forms & Intake Surveys

Experience the most seamless transfer of information from surveys, source forms, and account information into the required IRS forms.

Robust IRS Collections Analytics

Canopy presents relevant calculations and IRS limits to accurately prepare Offers in Compromise, Installment Agreements, or the Currently Not Collectible status.

Penalty Abatement, Liens, Levies, Innocent Spouse, & More

Answering a series of intelligent questions allows you to see what your client is eligible for and be guided through steps to complete your case accurately and quickly.

Automate your busywork & inefficiencies.

Engagement Letter Generator

Create letters for your clients like magic, using custom templates, boilerplate text, and the ability to auto-insert contact info.

Custom Workflow Templates

Track progress and tasks across your practice, setting up workflow templates for the way you work most efficiently.

Billing & Invoicing

Create professional, modern invoices, then quickly deliver them to clients via email and receive payments online.

This software is fantastic! I’ve only had Canopy for 4 days, but I have already had seven instances where the platform has saved me hours of turnaround time. – James Merante, BookSmarts Tax
Seriously, try it. You’ll be amazed at the time and expense you will save. Plus, you can set reminder emails to automatically generate and send to your client. Totally worth every penny. – Ann Cole, Casual Business Solutions
The time we have been able to save with Canopy’s features is priceless, and their support is second to none! Never have I been able to get answers to my questions so quickly. – Don Martin, J.A.G. Tax Solutions
Canopy was easy to learn even for the least tech-savvy members of my team, and the support team is by far the most helpful, friendly team I’ve ever worked with. – Ralph Nelson, Financial Harmony Tax Resolution

Try Canopy free

No credit card required.

See how much time you’ll save using
Canopy with a personalized demo.

This software is fantastic! It has saved me hours of turnaround time. - James Merante, BookSmarts Tax
Seriously, try it. You’ll be amazed at the time and expense you will save. - Ann Cole, Casual Business Solutions
The time we have been able to save with Canopy’s features is priceless. - Don Martin, J.A.G. Tax Solutions

Start your free Canopy Account

Free trial sign up

This software is fantastic! It has saved me hours of turnaround time. - James Merante, BookSmarts Tax
Seriously, try it. You’ll be amazed at the time and expense you will save. - Ann Cole, Casual Business Solutions
The time we have been able to save with Canopy’s features is priceless. - Don Martin, J.A.G. Tax Solutions